This role would act as an assistant to the 3 people in the office....someone multitasking, critical thinker. Will support and educate them to licensing eventually.
Job Opening: Agency Operations Executive - Company Name: Specialists in Health
Are you an organized and a self-motivated professional with a passion for the insurance industry? Our growing insurance agency is seeking a skilled Operations Executive to oversee daily operational activities while delivering support to our sales team.
Key Responsibilities:
- Manage office operations and enhance productivity.
- Deliver comprehensive administration support to streamline insurance sales and elevate client services.
- Work independently with strong initiative to start, complete, and follow through on tasks in a timely and efficient manner.
- Enter and maintain client data in our AMS to ensure our system remains accurate and up to date.
- Administration assistance to our designated representatives.
- Register our agency commissions to ensure timely and compliant disbursement.
- Provide exceptional customer service to ensure a high level of satisfaction through responsive and personalized assistance.
- Maintain meticulous records and notes.
Qualifications:
· 5+ years of administrative support, office management, or closely related experience in a professional office environment
· Proficiency in Microsoft 365, Google Workspace, and Adobe Acrobat
· Life & Health Insurance license, or willingness and ability to obtain licensure with employer-provided training
· Experience with Covered California sales is preferred
· Knowledge of Individual and Small Group Health Insurance sales is a plus
· Exceptional ability to follow and understand instructions for error-free execution of tasks.
If you are an Initiative-driven professional seeking a fulfilling and rewarding career opportunity, apply today!
Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
- On-the-job training
- Paid time off
- Vision insurance
Pay: $60,000.00 - $70,000.00 per year
Benefits:
Work Location: In person
